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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| NE | RA | APPROVED | 2026-01-29 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
13321 California St Adp- Home Office, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 11/2025 | Present |
| Genesis Health Clubs | Omaha | NE | 04/2025 | Present |
| Unemployed | Omaha | NE | 06/2024 | 04/2025 |
| Genesis Health Clubs | Omaha | NE | 10/2023 | 06/2024 |
| Unemployed | Omaha | NE | 05/2023 | 10/2023 |
| Student-University Of Nebraska At Omaha | Omaha | NE | 08/2018 | 05/2023 |
| Kim Grant Tennis Academy | Palo Alto | CA | 05/2022 | 08/2022 |
| Student-La Devesa School | Carlet | 09/2014 | 08/2018 | |
| Bank Of America, N.A. | Omaha | NE | 01/2026 | Present |
I*3217286, Entity Type: Entity For Profit, Name of OBA: Genesis Health Clubs, Address: Omaha, Nebraska, 68114, Investment Related: N, Position, Title, Association: Employee, Other, Employee Start Date: 12/02/2025, No Hours: 20 Monthly, No Hours during Trading: 0 Monthly, Duties: Teaching and playing tennis with people at the tennis club,The purpose of the outside organization is a tennis club - teaching and playing tennis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
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